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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $732,789 | $228,395+220.8% | $185,861+294.3% | $158,982+360.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 40.82%-40.8pp | 35.96%-36.0pp | 302.99%-303.0pp |
| Employer contribution / active EE | $5,000 | $4,968+0.7% | $4,088+22.3% | $4,763+5.0% |
| Participant deferral / active EE | $7,179 | $6,417+11.9% | $5,634+27.4% | $5,983+20.0% |
| Admin fee / account holder | $897 | $11,869-92.4% | $9,503-90.6% | $11,252-92.0% |